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Before founding Pearl, she worked in the world of financial planning and investments for more than twenty years. As a CERTIFIED FINANCIAL PLANNER professional and Certified Divorce Financial Analyst, she specializes in working with executives, entrepreneurs, and those needing help with transitions such as retirement or divorce. Even though Pearl is based in Dexter, Michigan, their clients live coast-to-coast and they use all the tools of technology plus plain-old human connection to build relationships across the miles.

While she was a partner and owner of a large Detroit-based registered investment advisor, she always dreamed of starting her own company. Now that dream is a reality. Founded in 2018, Pearl Planning fulfilled those dreams. Just as a pearl symbolizes wisdom gained through experience, she used my background running the investment and financial planning departments along with complex client practice experience to create a client-focused, personalized, and modern wealth management firm.